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monday.com sales CRM Review

monday.com sales CRM
Our score: 8.5 User satisfaction: 98%

What is monday.com sales CRM?

monday.com is how popular CRM & collaboration system dapulse is called nowadays, following a large rebranding campaign. Next to being one of the most attractive CRM solutions, monday.com is known to the corporate community as one of the leading project collaboration & communication solutions on the market. It tends to simplify customer and project management by syncing and organizing information in a centralized database, and making it possible for team members to make decisions together. It is versatile, but yet very compact, and possesses multiple one-of-a-kind features that brought it our prominent Supreme Software, Great User Experience, and Expert’s Choice Awards.

From a CRM point of view, one could confidently qualify monday.com as the system that brings complex operations under one roof. You can use it to easily manage pipelines lead-to-project, consolidate the information on your contacts in a central database for streamlined communication, and accelerate sales thanks to complete visibility. On top of that, you can customize your customer management portal in many different ways, until it suits your exact needs.

monday.com ensures that all departments are well connected and able to contribute to each other, regardless of the size or type of company that uses it. Progress is monitored and measured in a very understandable fashion, and that makes it easy for agents to estimate how far operations got. monday.com doesn’t fall short on providing incentives for employees to contribute, as they also get a role in tasks that don’t concern them directly.

monday.com is also known for accessibility and user-friendliness, given that it comes with a collaboration-first interface, and enables an agent-to-agent and agent-to-client relationship reminiscent of social media interactions. To get around monday.com, you won’t need any special training or preparation – it takes less than a month for the entire team to embrace it. What is more, the system is moderately priced and caters to the the needs of different market tiers, and is therefore suitable for small and novice teams. A free trial is also available for those interested to test this system.

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Overview of monday.com sales CRM Benefits

Mmnday.com is unique in many different ways, and serves an array of corporate needs which makes it more competent than a suite of multiple business applications. Under the name of Dapulse, this product gained significant recognition in the industry, and is still referred to as the most transparent CRM, project management, and collaboration package. What teams like the most about it is its intuitiveness, and the possibility to customize nearly everything.

Is monday.com the system you need? Let’s check:

A very compact CRM solution

monday.com is the perfect tool to substitute messy spreadsheets and get a CRM of your own without paying a fortune for it. Instead of running a third-party system to manage customers; and consolidating data from your other productivity tools, monday.com gives you the opportunity to handle both your projects and your customers from a single visual platform. What is better, it makes this process very easy and transparent.

monday.com manages and tracks your leads and projects from the same dashboard, providing you with all contact information to ease communication. You can track your prospects, clients, and deals as easily as you manage your to-do-list, and administer your lead pipeline up to the post-project phase. Such visibility will speed up your sales processes and enable you to provide accurate information, and simplify most of your day-to-day operations.

Another thing that makes monday.com CRM module unique is customization, as you can tweak literally any detail in your customer management hub. The program allows you to sort, filter, and customize data until you set the system to work the way you want it. On top of that, monday.com is a lightweight CRM solution which is considerably easy to use, and requires no time-consuming training or preparation.

Regardless of how you’ve modified the system, Monday.com will retain control on changes, including replaced dates and statuses, re-positioned agents, dismissed actions, and more. With monday.com, there is little chance that something can go wrong or slide through the cracks, and even if it does – the system will make expose the person that caused it.

Master of streamlined collaboration

monday.com core capability is streamlined collaboration, as the system enables agents and departments to assist each other without any problem. They can contribute to tasks, make comments, trigger questions or discussions, and even suggest solutions for tasks they’re not directly concerned by. Doing so will be even easier thanks to social-media-reminiscent interface; and the possibility to upload and share files. monday.com is well integrated with leading social networks, and comes with an activity feed where you can follow the progress of each operation.

Unique project/task management module

monday.com employs an out-of-the-box Board concept that generates detailed insights on your products and tasks, or upon need information on your contacts and clients. This makes it easy to follow the company’s performance and to ensure that each client gets the assistance he needs. Interestingly enough, monday.com allows external users and partners to follow the progress of projects, and notifies them with special alerts in case they don’t have a monday.com account. In a similar fashion, managers can follow and evaluate the performance of agents, teams, and entire departments.

Ready for reporting & analytics

monday.com is also well known for reporting and analytics, as it collects and arithmetically relates projects and tasks, and relies on these connections to organize them in a historical datasheet. Consequently, it provides managers with clear figures, organized, and instantly operable metrics; and makes sure that the database is constantly updated and fully exportable to third party systems.

Supports all necessary integrations

Integration is another strong side of monday.com, as the tool simply blends in any software ecosystem where it is applied. You can build custom connections to any third-party app, or use its native integrations with Zapier Google Drive, Dropbox, and other leading systems.

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Overview of monday.com sales CRM Features

  • Tracks prospects, clients and deals
  • Lead & pipeline management to post-project phases
  • Consolidated contact information
  • Exportable contact database
  • Constant monitoring
  • Total visibility
  • Customization
  • Open API
  • Mobile-optimized

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

monday.com sales CRM Position In Our Categories

Knowing that businesses have distinct business-related demands, it is sensible that they steer clear of deciding on an all-encompassing, ”best” software system. Just the same, it is almost impossible to try to discover such an app even among popular software systems. The practicable thing to undertake is to make a list of the varied significant factors that require careful thought like important features, price plans, skill aptitude of the users, organizational size, etc. The second step is, you should do the research comprehensively. Read some of these monday.com sales CRM analyses and check out the other software options in your shortlist more closely. Such detailed product research ascertain you steer clear of ill-fitting apps and buy the one which meets all the benefits your business requires in sustaining growth.

Position of monday.com sales CRM in our main categories:

TOP 200

monday.com sales CRM is one of the top 200 CRM Software products

Each business has its own characteristics, and might need a particular type of CRM Software solution that will be fit for their business size, type of customers and employees and even individual industry they cater to. We advise you don't count on getting an ideal software that will be suitable for every company regardless of their background is. It may be a good idea to read a few monday.com sales CRM CRM Software reviews first and even then you should keep in mind what the solution is supposed to do for your company and your staff. Do you need a simple and intuitive service with just essential functions? Will you actually use the complex tools needed by experts and large enterprises? Are there any specific tools that are especially useful for the industry you operate in? If you ask yourself these questions it is going to be much easier to locate a solid service that will fit your budget.

How Much Does monday.com sales CRM Cost?

monday.com sales CRM Pricing Plans:

Free Trial

Free CRM

$0

Basic CRM

$10/seat/month

Standard CRM

$14/seat/month

Pro CRM

$24/seat/month

Enterprise CRM

Contact vendor

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What are monday.com sales CRM pricing details?

monday.com sales CRM Pricing Plans:

Free Trial

Free CRM

$0

Basic CRM

$10/seat/month

Standard CRM

$14/seat/month

Pro CRM

$24/seat/month

Enterprise CRM

Contact vendor

monday.com offers a free trial, and four SMB and enterprise pricing plans for users to choose from. You can add up to 3 users in these packages. Upgrades for more users are also available. Give the details a look, and select the best plan for your business:

Free CRM – $0 forever

  • Up to 2 team members
  • Up to 1,000 contracts
  • Web forms to capture leads

Basic CRM – starts at $10/seat/month

  • Starts at 3 team members ($30/month)
  • Unlimited customizable pipelines
  • Unlimited contracts
  • Unlimited boards
  • Templates for lead, contact and deal management
  • iOS and Android apps
  • Unlimited free viewers
  • Dashboard based on 1 board

Standard CRM – starts at $14/seat/month

  • Starts at 3 team members ($42/month)
  • All features of Basic CRM
  • Advanced account, contact and deal management
  • Two-way email integration with Gmail and Outlook
  • Activity management
  • Quotes and invoices
  • Merge duplicate data
  • Custom CRM automation (250 actions per month)
  • Custom CRM integrations (250 actions per month)
  • Dashboard based on combined 5 boards

Pro CRM – starts at $24/seat/month

  • Starts at 3 team members ($72/month)
  • All features of Standard CRM
  • Customizable email signatures
  • Custom CRM automation (25,000 actions per month)
  • Custom CRM integrations (25,000 actions per month)
  • Dashboard based on combined 10 boards

Enterprise CRM – By quote

  • Custom features
  • Lead scoring
  • Team goals
  • Advanced analytics (dashboards up to 50 boards)
  • Account management
  • Documents for sales
  • Enterprise-scale automations and integrations
  • Enterprise-grade security and governance
  • Multi-level permissions
  • HIPAA Compliance

User Satisfaction

Positive Social Media Mentions 125
Negative Social Media Mentions 3

We are aware that when you decide to buy a CRM Software it’s crucial not only to find out how experts score it in their reviews, but also to find out if the actual users and enterprises that purchased this software are indeed content with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and monday.com sales CRM reviews across a vast range of social media sites. The data is then presented in a simple to understand form showing how many people had positive and negative experience with monday.com sales CRM. With that information at hand you will be ready to make an informed purchasing choice that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for monday.com sales CRM?

monday.com is an open API system, which means that develops can build custom connections, and integrate it with literally any third-party system or application. Premade integrations include:

  • Zapier
  • Slack
  • Github
  • Asana
  • JIRA
  • Dropbox
  • Gmail
  • Google Calendar
  • Google Drive
  • Email
  • Pipedrive
  • Trello

monday.com sales CRM User Reviews

monday.com sales CRM average rating:

Average score
4.6/5 (12 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

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The most favorable review

Alejandro

PROS: With the layout I can manage my own projects at the same time to collaborate with my team. I like the customization of the tabs and I like that it allows me to organize my content calendar, ongoing team projects and create lists so I can share with my directors.

CONS: I had some issues with importing data and its layouts didn’t work well for me. I use one of the boards to transfer huge amount of information and the process is quite complicated.

Reviewed 5 years ago

Read full review >

The least favorable review

Anonymous Reviewer

PROS: Easy for a non-technical person to use, but it was overly simplistic for our needs.

CONS: No recurring tasks, no dependencies, no subtasks, no Gantt chart. Charge for client viewer same as a seat license.

Reviewed 8 years ago

Read full review >

More reviews from 12 actual users:

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Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

This is flexible tool for streamlining projects

Read full review >
Miranda
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 10.12.2021 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: I like how simple it is to get running the functional state. Also, the drag&drop UI is amazing. The graphic design choices are with high quality, and there are great options for sharing, permissions and sorting of boards. This is greta for streamlining projects and planning strategies for future projects.

CONS: The UI is cluttered, it has lot of buttons, dropdowns and some of them are duplicated. I’d like to use various columns and category lists in various groups on the same board. Also, they could improve the mobile app on the Android.

What do you think about this review?

Great Poor

Task Management and Organization Tool That Works!

Read full review >
Jenny
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 11.11.2021 Company Size: More than 100 Employees Industry: Graphic Design

PROS: The software presents a very balancedd interface in terms of design. On top of its simple design and organized color scheme, you get features that makes organizing complicated tasks easy.

CONS: There is a bit of a learning curve but that is totally understandable. I would like to be able to create sub tasks with it like I can with Asana.

What do you think about this review?

Great Poor
Show More User Reviews (12)

We can keep our team members well organized and keep track of their productivity

Read full review >
Tiffany
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 21.09.2021 Company Size: 11-50 Employees Industry: Venture Capital & Private Equity

PROS: I like Dapulse’s interface, comparing to other similar products this one has friendly and organized UX that can be used by almost everyone. Our sales and operations team are using to keep track of sales performances. We can easily assign tasks to organization members and keep track of their progress. We can attach emails and files so we can keep everyone well informed.

CONS: I think that small organizations would not find monthly subscription cost valuable.

What do you think about this review?

Great Poor

Friendly and Versatile

Read full review >
Ramiro
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 21.07.2021 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: The software is very user-friendly. Setup was quick and painless that we were able ti get it running after a few minutes. The drag and drop interface is also a breeze. daPulse offers high quality choices for design colors plus excellent options for sharing, permissions, and organization of boards.

CONS: While the user interface is no doubt visually appealing, it is cluttered with too many buttons, dropdowns, and gears. The Android app was a heavy battery consumer that I ended uninstalling it.

What do you think about this review?

Great Poor

An excellent project management tool across organizations.

Read full review >
Lola
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 21.06.2021 Company Size: 11-50 Employees Industry: Venture Capital and Private Equite

PROS: daPulse's interface is on par with popular programs such as Asana and Microsoft PM. The softwae also offers a very simple and organized user experience that enables even novices to use the system right from the get go. Assigning tasks to team members and monitoring their work is a very effortless process.

CONS: It can be quite expensive compared to Asana, even if they have features not found in other competitors.

What do you think about this review?

Great Poor

Matt Saved The Day for Socialocca

Read full review >
Ryan Hertel
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.02.2021 Company Size: N/A Industry: N/A

PROS: Ease of use, simplicity, functionality, and the customer support team has been outstanding!

CONS: Nothing. I had one small issue and the customer service team solved it within 1 business day. There’s no room for problems with a team as responsive as you guys are!

What do you think about this review?

Great Poor

I’m very satisfied with this platform

Read full review >
Leah
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.02.2021 Company Size: 1-10 Employees Industry: Marketing and Advertising

PROS: Every team within our organization want to manage things differently, thankfully Dapulse offers great flexibility to do so. The design is simple and beautiful one. With trafic light system we can gather visual snapshot of any team members productivityand it is a perfect solution for understanding account manager capacity.

CONS: It has some glitches, and it would be great if the micro task boards could be linked to the high level boards.

What do you think about this review?

Great Poor

Great for group activities

Read full review >
Alice
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.01.2021 Company Size: More than 100 Employees Industry: Graphic Design

PROS: I like its UI because it has great balance when it comes to design terms. It feels simple but the good thing is that you can streamline complex tasks. I’d like to create a tag for every colot and see it in some place.

CONS: At the beginning it might take some time so you can better understand how it really works. I wish creating subtasks were simple process. In addition, I’d like to use it even for personal purposes apart from the company account.

What do you think about this review?

Great Poor

Great for organizing tasks and projects

Read full review >
Alejandro
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 05.01.2021 Company Size: More than 100 Employees Industry: Hospital & Health Care

PROS: With the layout I can manage my own projects at the same time to collaborate with my team. I like the customization of the tabs and I like that it allows me to organize my content calendar, ongoing team projects and create lists so I can share with my directors.

CONS: I had some issues with importing data and its layouts didn’t work well for me. I use one of the boards to transfer huge amount of information and the process is quite complicated.

What do you think about this review?

Great Poor

We can keep all our projects organized

Read full review >
Vanessa
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 10.01.2018 Company Size: More than 100 Employees Industry: Restaurants

PROS: It offers lot of due-dates, the UX has great design. I like that I can easily emphasize priority and status of a project and I’m able to assign projects to on or multiple people. Dapulse offers great features so I can be more organize and get my work well organized.

CONS: There are no deadlimne notifications, it needs more colors and adding list to projects. In a month we can have 5 campaigns and we get smal requests for specific campaigns. I’d like to see an options where I can integrate every changed scheduled time off and to see what projects it will impact.

What do you think about this review?

Great Poor

No real meat to the product

Read full review >
Scott Burson
2/5

Overall impression

1/5

Customer Support

1/5

Value for Money

4/5

Ease of Use

Published on: 08.08.2017 Company Size: 1-10 Employees Industry: Marketing and Advertising

PROS: "Pretty" high level view of your tasks. There really aren't any further, "best aspects" to the product. They provided many empty promises that I later found they never will implement.

CONS: It's a single level, high level view with no "meat" beyond that. No dependencies, no true links between tasks, etc.

What do you think about this review?

Great Poor

No recurring & subtasks, no dependencies, no Gantt chart. Seat license for viewers same as users.

Read full review >
Anonymous Reviewer
2/5

Overall impression

3/5

Customer Support

2/5

Value for Money

2/5

Ease of Use

Published on: 21.07.2017 Company Size: N/A Industry: N/A

PROS: Easy for a non-technical person to use, but it was overly simplistic for our needs.

CONS: No recurring tasks, no dependencies, no subtasks, no Gantt chart. Charge for client viewer same as a seat license.

What do you think about this review?

Great Poor
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monday.com sales CRM user reviews

This is flexible tool for streamlining projects

Read full review >
Miranda
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 10.12.2021 Company Size: More than 100 Employees Industry: Marketing and Advertising

Task Management and Organization Tool That Works!

Read full review >
Jenny
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 11.11.2021 Company Size: More than 100 Employees Industry: Graphic Design

We can keep our team members well organized and keep track of their productivity

Read full review >
Tiffany
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 21.09.2021 Company Size: 11-50 Employees Industry: Venture Capital & Private Equity

Friendly and Versatile

Read full review >
Ramiro
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 21.07.2021 Company Size: More than 100 Employees Industry: Marketing and Advertising

An excellent project management tool across organizations.

Read full review >
Lola
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 21.06.2021 Company Size: 11-50 Employees Industry: Venture Capital and Private Equite
Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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